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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
2426
Beverly Hills Private Wealth
California
$347K -$6.58K -80 -2%
DIP
2427
DT Investment Partners
Pennsylvania
$347K – – –
GJIA
2428
Glass Jacobson Investment Advisors
Maryland
$346K -$30.5K -370 -9%
WPP
2429
Whalerock Point Partners
Rhode Island
$346K – – –
OC
2430
Oarsman Capital
Wisconsin
$346K +$98.8K +1,200 +45%
HWA
2431
HMV Wealth Advisors
Louisiana
$346K +$319K +3,880 New
CA
2432
CSM Advisors
Pennsylvania
$345K +$84K +1,020 +36%
CCP
2433
Clarity Capital Partners
California
$345K +$319K +3,870 New
OAS
2434
Optivise Advisory Services
Tennessee
$344K -$32.9K -400 -9%
SIM
2435
Studio Investment Management
Illinois
$344K -$13.2K -160 -4%
HKAM
2436
Horizon Kinetics Asset Management
New York
$344K +$9.05K +110 +3%
WAM
2437
Wernau Asset Management
Massachusetts
$343K +$317K +3,850 New
NF
2438
Nikulski Financial
Iowa
$343K – – –
DWM
2439
DecisionMap Wealth Management
Virginia
$343K +$317K +3,850 New
JF
2440
JSF Financial
California
$343K +$317K +3,850 New
LCM
2441
LCM Capital Management
Illinois
$343K +$317K +3,850 New
PFG
2442
Putney Financial Group
California
$343K +$317K +3,850 New
LFA
2443
Level Financial Advisors
New York
$342K +$6.58K +80 +2%
OLVIG
2444
Oliver Lagore Vanvalin Investment Group
Michigan
$342K +$14.8K +180 +5%
UF
2445
Univest Financial
Pennsylvania
$341K -$82.3K -1,000 -21%
AWM
2446
Abound Wealth Management
Tennessee
$341K +$26.3K +320 +9%
CG
2447
CFO4Life Group
Texas
$340K -$121K -1,470 -28%
KCFA
2448
Key Client Fiduciary Advisors
New Jersey
$340K -$823 -10 -0.3%
SF
2449
SWP Financial
California
$339K – – –
MPPLM
2450
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$338K +$14K +170 +5%
96 97
98
99 100